Anic Equity¶
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Total return since start: 0.606 %¶
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Equity now: -----------------------------> 49046.67 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 41425.25 Kr¶
PnL: ---------------------------------------> -70.03 Kr¶
DD now: ---------------------------------> -7.669 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 10:00:00.494470'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.100000 | 1668.240000 | 200.700000 | 13.680000 | 1467.540000 |
| HEXPOL B | 9 | 0.350000 | 1032.300000 | 14.400000 | 1.410000 | 1017.900000 |
| JM | 6 | 1.390000 | 874.200000 | 12.000000 | 1.390000 | 862.200000 |
| BioGaia B | 8 | 0.860000 | 936.000000 | 8.000000 | 0.860000 | 928.000000 |
| Platzer Fastigheter Holding B | 12 | 0.500000 | 963.600000 | 4.800000 | 0.500000 | 958.800000 |
| Byggmax Group | 33 | 0.480000 | 958.980000 | 4.620000 | 0.480000 | 954.360000 |
| Sagax B | 4 | 0.230000 | 854.000000 | 2.000000 | 0.230000 | 852.000000 |
| Atrium Ljungberg B | 5 | 0.210000 | 935.000000 | 2.000000 | 0.210000 | 933.000000 |
| AcadeMedia | 8 | 0.000000 | 402.800000 | 1.600000 | 0.400000 | 401.200000 |
| EQT | 4 | 0.100000 | 830.400000 | 0.800000 | 0.100000 | 829.600000 |
| Creaspac SPAC | 39 | -0.110000 | 3708.900000 | 0.000000 | 0.000000 | 3708.900000 |
| Orrön Energy | 180 | -0.130000 | 2037.600000 | 0.000000 | 0.000000 | 2037.600000 |
| Clas Ohlson B | 12 | -0.060000 | 970.200000 | -0.600000 | -0.060000 | 970.800000 |
| Catena | 2 | -0.150000 | 788.400000 | -1.200000 | -0.150000 | 789.600000 |
| ASSA ABLOY B | 3 | -0.190000 | 775.500000 | -1.500000 | -0.190000 | 777.000000 |
| Hoist Finance | 35 | -0.180000 | 976.500000 | -1.750000 | -0.180000 | 978.250000 |
| Biotage | 7 | -0.220000 | 937.300000 | -2.100000 | -0.220000 | 939.400000 |
| Bilia A | 8 | -0.440000 | 895.200000 | -2.400000 | -0.270000 | 897.600000 |
| Gränges | 9 | -0.290000 | 923.400000 | -2.700000 | -0.290000 | 926.100000 |
| Sagax A | 4 | -1.400000 | 848.000000 | -4.000000 | -0.470000 | 852.000000 |
| Hexatronic Group | 12 | -0.850000 | 956.400000 | -8.160000 | -0.850000 | 964.560000 |
| OX2 | 13 | -1.030000 | 937.950000 | -9.750000 | -1.030000 | 947.700000 |
| Alimak Group | 11 | -1.190000 | 915.200000 | -11.000000 | -1.190000 | 926.200000 |
| Nordic Waterproofing Holding | 7 | -1.160000 | 953.400000 | -11.200000 | -1.160000 | 964.600000 |
| Addnode Group B | 11 | -2.160000 | 898.700000 | -19.800000 | -2.160000 | 918.500000 |
| BHG Group | 97 | -1.470000 | 1434.630000 | -20.370000 | -1.400000 | 1455.000000 |
| Latour B | 4 | -2.850000 | 830.800000 | -24.400000 | -2.850000 | 855.200000 |
| Indutrade | 5 | -2.100000 | 1189.000000 | -25.500000 | -2.100000 | 1214.500000 |
| Hexagon B | 26 | -0.750000 | 3425.500000 | -26.000000 | -0.750000 | 3451.500000 |
| Bufab | 3 | -2.600000 | 1077.600000 | -28.800000 | -2.600000 | 1106.400000 |
| INVISIO | 16 | -0.870000 | 3648.000000 | -32.000000 | -0.870000 | 3680.000000 |
| VEF | 909 | -2.160000 | 1812.550000 | -32.720000 | -1.770000 | 1845.270000 |
| Vitec Software Group B | 2 | -5.070000 | 1029.000000 | -55.000000 | -5.070000 | 1084.000000 |
| TOTAL | 41425.250000 | -70.030000 | -7.66877% | 41495.280000 |
Updated:¶
'2023-07-03 10:00:17.790431'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
